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Fund moves

Baldwin Insurance Group (BWIN)Kennedy Capital Management LLC reduced its stake -31K shares

Kennedy Capital Management LLC reduced its stake in Baldwin Insurance Group, per its Q2 2026 13F.

612K
Shares reported · -31K vs prior quarter
0.29%
Disclosed portfolio weight
$16.3M
Reported value
Holdings as of
Jun 30, 2026
Filed
Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Jul 30, 2026Company filing · Form 8-K · ResultsReported its results

What came next

  1. Sep 14, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
  2. Sep 21, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Effective September 21, 2026, (i) Corbyn Lichon resumed her role as Chief Accounting Officer of the Company and (ii) Mr. Daniel ceased serving as interim Chief Accounting Officer of the Company and resumed his role as Executive Director of Finance of the Company.”
  3. Oct 7, 20265% stakeFMR LLC reported a passive stake (13G) of 3.0%
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Baldwin Insurance Group

For Baldwin Insurance Group, OQRO holds 5 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BWIN page.

How this filing works

Other disclosures at Baldwin Insurance Group

Everything OQRO holds on this company is on its BWIN page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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OQRO describes public disclosures and context calculated from them. It does not give personalized advice and does not recommend any transaction. How OQRO treats data